Job FamilyAdm - Document Management
Job Description SummaryReview and analyze retirement plan documents. Prepares and manages plan and funding documents for 401(a), 401(k), 403(b), 457, and NQDC plans.
Job Description Responsibilities- Prepare plan documents, summary plan descriptions, amendments and funding documents for new and existing clients; verify accrued benefits are protected, system issues identified and documents are congruent with system setup.
- Consult with clients, client counsel, advisors, Client Management and Client Transition/Installation Services, and other operational areas regarding complex plan design changes, business risks and other issues to accommodate client goals and objectives.
- Consult with outside counsel or senior management regarding requested contract and service agreement changes.
- Research specific client plan design/compliance situations as assigned; assist with complex, high level escalations.
- Review, analyze and consult on plan mergers and spin-offs to ensure accrued benefits are protected; identify potential system conflicts.
- Develop plan filing packages for IRS determination letters.
- Assist with plan terminations by assessing status of terminated/abandoned plans; develop and implement project plan, prepare plan termination resolutions, amendments and filing packages for submission to regulatory authorities.
- May mentor and provide assistance to lower level staff.
Qualifications- Bachelor's degree in a business-related field or equivalent education/experience.
- Five years of pension/retirement plan experience.
- In-depth knowledge of retirement plan regulations and plan documents.
- Strong customer focus, communication and interpersonal skills to build relationships and convey plan design details.
- Analytical skills and attention to detail.
- Decision-making and problem-solving skills to resolve complex plan issues.
- Organizational skills.
- Proficiency using MS Office tools.
Preferred Qualifications- Knowledge of Transamerica products and administrative capabilities.
Working ConditionsThis job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
- Competitive Pay
- Bonus for Eligible Employees
Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
Health and Work/Life Balance Benefits
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
